Parish Annual Financial Report and Parish Annual Administrative Report For the Year Ended June 30, 2017

Why we are moving in this direction? Break up workload for parishes Ease of sending in reports Streamline data retention Minimize costs to parishes

Content on the PAFR/PAAR 2017 Parish Bulletin information Parish Staff Information Parish Ministry Information Parish Sacramental Records Parish Faith Formation Records Parish Safe Environment Verification Parish Demographic Information Parish Stewardship/Offertory Renewal/Electronic Giving Information Parish Loss Prevention Verification Pastor/Pastoral Coordinator Signature PAFR Parish Envelope Holder/Parishioner Information Parish Budgets Parish Financial Statement Verifications Statement of Financial Position/Balance Sheet and Statement of Revenue and Expense/Income Statement Parish Finance Council Signature Pastor/Pastoral Coordinator Signature

Where to find the forms? Communicator Email Reminders Diocesan Website Administration  Forms  Parish Annual Reports  PAFR/PAAR

Deadlines for Form Completion The Parish Annual Financial Report will be due to the Diocese by July 31st, 2017 as usual The Parish Annual Administrative Report will be due to the Diocese by August 31st, 2017

PAFR & PAAR Process for 2017 (5) Print form (Optional) and Submit (1) Bookkeepers click on the PAFR/PAAR form link Fill out the initial information (parish/email/number of parishes) (2) Receive unique Parish URL(s) and begin filling out the form (3) Attach additional information (if required) (4) Review Report with Pastor (and Finance Council President for PAFR) (5) Print form (Optional) and Submit The Diocesan Office will then: Review the report Call/email if there are any questions on the form Bishop John will review & sign the form An original copy will be returned to the parish

Step 1: Find the form link Select the form linked in your email, on the Diocesan Website, or in the Communicator Fill in your email address and the number of parish/missions you need to submit forms for

Step 2: Find your unique parish URL(s) & Save Once Bookkeepers have entered and submitted the PAFR/PAAR Entry Form, they will receive an automatic email containing individual links to edit their forms. These URLs are unique and allow Bookkeepers to return to and edit their parish data by selecting the “Save/Next” button at the end of each page.

Step 3: Attach Additional Information (If required) Attach your Statement of Financial Position/Balance Sheet and Statement of Revenue and Expense/Income Statement reports to JotForm. PDS Separately run the Statement of Financial Position/Balance Sheet and Statement of Revenue and Expense/Income Statement reports on PDS FYE June 30, 2017. Click on Print Click on print to file Save the file as a PDF file with the Parish Name, Parish City, and date where you can find it on your computer. PAFR JotForm (To attach the Statement of Financial Position/Balance Sheet and Statement of Revenue and Expense/Income Statement reports to the PAFR JotForm. SFP/BS- Click on Browse and select the correct balance sheet you just saved from PDS. SRE/IS - Click on Browse and select the correct income statement you just saved from PDS.

Step 4: Review Report with Pastor (and Finance Council President for PAFR) Once all information is complete on your form, it’s time to have your Pastor/Pastoral coordinator (and Parish Finance Council President for PAFR) sign your form electronically. Simply email your parish report link to your pastor/parish finance council president when you are ready for a final review, and have him click the “Save/Next” button on the form after including/attaching his signature. In the rare case that you are unable to sign/attach a signature to the form directly, please email your PAFR hard copy signature page to Irene McCauley at imccauley@dioceseofmarquette.org or PAAR signature page to Cassie LaTourneau at clatourneau@dioceseofmarquette.org.

Step 5: Submit your PAFR/PAAR form Be sure to review all information, attachments, and signatures to ensure accuracy Print page (optional) for parish records Click the “Submit” button

PAFR/PAAR 2017 Tips and Tricks Questions? Print out a blank copy of the form to get an idea of what you may need. Plan to begin working on the form at least two weeks before deadline—you may need to verify and correct information with other parish staff. Notify your Pastor/Parish Finance Council President that you will need a review and signature prior to your deadline. Click the “Save/Next” button on your form frequently to ensure successful saves. If you’re having problems submitting the form, try exiting your browser and trying again at a different time of day; there may be other bookkeepers attempting to submit the form as well. Firefox and Chrome work best for filling out this form. Contact: Irene McCauley (PAFR Support) imccauley@dioceseofmarquette.org Cassie LaTourneau (PAAR Support) clatourneau@dioceseofmarquette.org